Purchase Order Overview

This is part of the Overview module. This screen is only available through the Company Overview screen. Click on the Open POs on the Company Overview screen and the following screen will come into view.

The tabs sort by Vendor ID or by PO Number. The lookup field can be used to locate any given PO by typing in the Vendor ID number and the system will search for the matching record.

Vendor

This field displays the Vendor number and name.

PO #

This field displays the Purchase Order number.

Job ID

This field displays the Job number for this Purchase Order.

Issue Date

This field displays the date the Purchase Order was issued.

Orig. Amount

This field displays the Original Amount of the Purchase Order.

Reconciled

This field displays the amount Reconciled on this Purchase Order.

Open Amount

This field displays the Open Amount of this Purchase Order.

View Purchase Order button

Press the View Purchase Order button and the following screen will come into view.

Vendor Information

The Vendors name, number, address, and phone number will be displayed here.

View Map of Address (button)

Clicking this button will allow the user to display a map of the address or driving directions from the company address to this address.

Send an Email Message (button)

If an Email address has been entered, clicking this button will allow the user to immediately send an email.

Ship To

If this Vendor has an alternate Ship To address, it will be displayed here.

Dates & Miscellaneous

Miscellaneous information about the purchase order is shown here.

PO Line Items (tab)

This list box contains a list of all the line items on the original purchase order.

Reconciliation (tab)

If some or all of this purchase order has been reconciled with AP Invoices, those invoices will be listed on this tab.

Attachments (tab)

Any number of outside documents may be attached to this Purchase Order. See the Attachments help topic for more information.

Notes (tab)

Any number of user-supplied notes may be attached to this Purchase Order. See the Notes help topic for more information.

Print Purchase Order button

Press the Print Purchase Order to print a copy of this Purchase Order.